Phoenix - Your AI AssistantAI Agent for Financial Assistance & Loan Pre-Screening
Delivery in
5 days
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What you get with this Offer
We design and develop an AI-powered agent that automates financial assistance workflows and loan pre-screening processes end-to-end. The agent intelligently collects applicant information, validates eligibility criteria, performs preliminary risk checks, and organizes applications for faster human review.
The solution reduces manual processing, improves accuracy, enhances compliance readiness, and significantly shortens approval timelines. It is built with scalability, data security, and auditability in mind to support growing financial operations.
The solution reduces manual processing, improves accuracy, enhances compliance readiness, and significantly shortens approval timelines. It is built with scalability, data security, and auditability in mind to support growing financial operations.
What the Freelancer needs to start the work
• Overview of your financial product or lending service
• Loan eligibility rules, screening logic, and decision thresholds
• Applicant data fields, document requirements, and workflows
• Preferred deployment environment (web, internal system, CRM)
• Compliance, privacy, or regulatory requirements
• Sample applications or existing process documentation (optional)